+20.1%
KORU vs DLTR
+3.4%
+16.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.6% | +6.1% | +2.6% |
| 7D | +20.1% | -10.2% | +30.3% | +23.0% |
| 30D | +47.5% | -8.5% | +56.0% | +49.3% |
| 3M | -30.1% | +5.6% | -35.6% | -36.7% |
| 6M | +20.1% | +2.2% | +17.9% | +32.6% |
| All | +20.1% | +3.4% | +16.8% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded DLTR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling